Introduction to Personal Income Tax Planning

Article:  Income tax planning may be defined as the development and implementation of appropriate strategies to reduce, affect the timing of, or shift either current or future income tax liabilities. Recommended strategies are based not only on the tax consequences themselves, but also in light of the individual's overall financial goals.
Published on August 26, 2010

PFP State Resource Sharing

Tools:  State societies are welcome to link to these valuable resources on the PFP Division’s Web site.
Published on February 04, 2013

Moving from Tax Preparer to Financial Planner

Webcast:  These CPAs take a holistic approach in the delivery of financial planning services to ensure all of their clients’ needs are met, including tax, estate, retirement, investments and insurance.
Published on May 17, 2013

Compensation and Disclosure Whitepaper

Article:  Establishing compensation arrangements is one of the most troublesome issues facing CPAs providing PFP services. It is up to the CPA to individually evaluate the many issues involved in compensation and establish arrangements that are most appropriate in their practices.
Published on May 11, 2010

Illustrative Engagement Letter for an Investment Advisory Agreement

Sample Letter:  The following agreement is for investment advisers who manage money on a discretionary basis. However, the agreement can readily be tailored to other forms of advisory relationships whereby the adviser plays some role in managing the investments and portfolio of his or her client.
Published on September 23, 2010

Business Structure Plays a Key Role for CPA Planners in Business Continuity

Article:  CPAs have a variety of business structure options to choose from in building a PFP practice. Choosing the one that is right for you takes time and careful consideration.
Published on September 20, 2010